Institutional Equity Sales

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base OR our Institutional Investment/Equity client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You’ll Do: Serve as an advocate for the Insights product with clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on areas of focus Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals and drive upsell opportunities Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, 2+ years of professional work experience, with a focus on B2B product sales Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas Excellent communication skills, with the ability to distill complex issues into clear and concise messages Experience working with or using expert

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes. Some of the largest asset owners in the world have chosen to partner with us deeply at the very core of their tech stack, and simultaneously, global alternative managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power their business and future growth strategy. NYC has been the Institutional team’s launchpad, and we are looking for a seasoned, client-focused Senior Solutions Engineer to continue growing our global presence in the institutional vertical. This is an incredibly unique opportunity to help establish and grow a hyper-growth line of business within an already-global technology company. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and key stakeholders, leveraging your deep understanding of financial software and the investment management industry to position Addepar as a mission-critical component of their long-term business strategy. You will work with Senior Account Executives to drive the technical side

Overview: Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. This is a hybrid role in New York City. What You'll Do: Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms. Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base. Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists. Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals. Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition. Conduct outbound prospecting to help generate new account leads. Work closely with the Guidepoint’s analysts to understand key upcoming events and summarize takeaways from recent teleconferences. What You Have: Excellent communicator capable of calling on high-profile clients at hedge funds, mutual funds and private equity. Broad based knowledge of the sales process from lead generation to relationship management. Comprehensive understanding of the institutional invest

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Ready to scale your career at the intersection of law and innovation? Join Okta’s Public Sector and Regulated Offerings Legal Team . As Corporate Counsel, you won’t just be reviewing regulatory requirements—you’ll be a foundational builder of a scalable, global Public Sector practice. In this role, you will provide frontline legal counseling for Okta’s most critical regulated environments, working both independently and alongside senior leadership to navigate the complexities of the U.S. government’s regulatory frameworks. You will partner with business and technology teams to guide the development and implementation of Okta’s Public Sector solutions. Our Public Sector legal team drives the legal strategy for introducing new products and features into regulated environments (e.g., FedRAMP, GovRAMP, DoD CC SRG). In this role, you must use sharp critical thinking to provide pragmatic legal solutions that balance aggressive business objectives with necessary risk mitigation. Finally, you serve as a bridge between legal, engineering, compliance, security, and sales teams to ensure our products meet the rigorous standards of our public sector customers. What You Bring to the Table Comfortable working independently in a fast-paced, remote-friendly environment and can pivot as business goals evolve. A deep understanding of the unique legal and regulatory hurdles associated with U.S. regulated industries, specifically: ○ FedRAMP

Overview: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and content. The teleconferences live in an online library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. hedge fund analysts), sell-side equity research analysts, and industry professionals. This is a hybrid position based in our New York City office. What you'll do: Monitor a coverage universe of public companies within the global hardware and semiconductor sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients. Attend industry conferences to host client panels What you have: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered the Hardware and Semiconductor sector; candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: The annual salary range for this position is $210,000-$230,000. Additionally, this position is eligible for an annual discretionary bonus based on performance. You will also be eligible for the following benefits: 15

Overview: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and content. The teleconferences live in an online library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. hedge fund analysts), sell-side equity research analysts, and industry professionals. This is a hybrid position based out of our New York City office. What you'll do: Monitor a coverage universe of public companies within the global enterprise software sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients. Attend industry conferences to host client panels What you have: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered the Enterprise Software sector; candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: The annual salary range for this position is $210,000-$230,000. Additionally, this position is eligible for an annual discretionary bonus based on performance. You will also be eligible for the following benefits: 15 PTO days, 10 lega